133 results found
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Reports - Draft Watermark
When we have a draft report and we are printing it to PDF so a client can review it would be good if it automatically put a water mark of Draft on the document. Currently we print it and then stamp draft on to the report rescan and then email to client. This feature would also be usefull to ensure unpublished accounts are not printed as final copies in error.
3 votesThanks for sharing and supporting this idea, everyone. It's Oct 2021, and we've been making some big enhancements to reporting in Xero, with more in store for the coming months.
One of our most recent improvements enables Practice users to add a preset or custom watermark to published reports!
If you're not connected with a Xero Partner use Advisor Connect to help find one, right for you. -
New Reports - Remove unused space on the new reports
Ability to remove unused space on the new report in Xero.
Purpose: So new reports don’t appear elongated and to save on printing
1 vote -
Account Transactions Report - Hide archived accounts
Archived accounts should have some method to prevent them from appearing in dropdown menus, such as the Account Transactions report. It gets ugly and cluttered. Xero is supposed to be beautiful.
1 voteThanks for all your input on this idea over time.
We've got through a lot of the meaty underwork and being able to concentrate some more attention to some your contributions in community.
With today's release for reports we're giving you a dropdown option to Include/Exclude Archived accounts in the Account Transactions report. 🙂 Give it a go today, and save as Custom to access with these settings anytime! -
Expenses by Contact Report - Filter by group
When breaking down the contacts into groups, such as 'subcontractors', it would be useful to run the 'expenses by contact' report, and to be able to limit that to just the groups I have created, to see how much I have spent on that group as a whole, as well as individuals. (Currently it just shows the full contact list)
1 vote -
Reporting: Receivable/Payable Invoice reports - Add Contact Account Number
Adding contact account number in Receivable/Payable Invoice report.
Purpose: To better sort and grouping accounts by filtering contact account number.
3 votesThank you for submitting your votes here!
I want to let you know that we've recently release the ability to add contact account number to Receivable Summary & Detail and Payable Summary & Detail Invoice report. This means you'll be able to sort, group/summarise, or filter your invoices/bills by your contact's account number.
That being said, I'll move this idea to 'delivered' 😄.
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Management Report - Add more reports
To be able to add other reports to the standard Management Report packs? I need to report on two different styles of profit and loss monthly. There are other reports I would include if I had the option to select them. Thanks.
1 voteGood news everyone! I can confirm that the new management report pack has landed. With this new report, you’re now able to add, remove, and reorder the report pack flexibly.
I also want to remind you that you’re able to set up multiple packs for different purposes, by saving the report as a custom report. So you don’t need to redo your customisations each time. -
Reporting: Account Transactions Report - Include Contact Name and Paid column
Ability to filter contact name, and add a paid field in account transaction report.
Purpose: Better visibility of contact activity and more customisation/filtering of data
4 votesAnd we're a go! Our Reporting team have released enhancements to the Account Transactions report. Adding Contact and Invoice # fields.
You can now add a Contact column, or format to group/summarise or filter by Contact or Invoice # 🙂
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Account Transactions Report: Sorting by account code and name
Hi Xero,
Thanks for creating the new 'Account Transaction Report' and adding the GST columns (and other transaction attributes) recently.....but there are a couple of significant issues that need to be sorted out before this is done and dusted.
These are:
- When sorting by 'Account (Name)' it returns the accounts in alphabetical order meaning P&L and Asset accounts are all mixed in together when doing a full GL report. I think it would be better to show the accounts in account number order (or alphabetically with the P&L and Balance sheet accounts separated)
- When sorting by 'Account Code'…1 voteOur team have been paying close attention to what our community have been asking and with today's release we've added the ability to sort and summarise by 'Account Code & Name' within the Account Transactions report.
You can use this option to view both the Account Code and Name, without losing the Opening Balances - Read up on the changes in our recent Blog.
Thanks for sharing on this with us here in community. Also noting some people here who'd like to view file attachments against transactions - While not possible atm, we do have an idea for this growing across here and you're welcome to join and use your vote from this idea on. 🙂(Sep 21) -
Customer Invoice Report - Filter by Contact
Hi
I was wondering whether you are looking at adding more filters to the Customer Invoice Report so that we can filter it by a single Contact? Presently whenever I need to show a customer what they have and haven't paid and on what dates, I am exporting the whole report to excel and then deleting all the lines that don't relate to that contact.
Thanks
1 voteHi team - The new Contact Transactions - Receivables report has just been released. :)
See how you can access and tailor all the new Contact reports on our Blog - Test them out for yourself and let us know what you think.
I can also confirm the issue with only the first 100s contacts has been resolved, so you should be able to access all contacts from the drop-down selection now. -
Reporting - Set report to print on one page
Ability to set reports to print on one page.
Purpose: To have a better visual and save more papers, as currently some reports can come out more than 1 page.
28 votesHey Community,
As part of our reports refresh, we’ve updated how reports look when printing directly from your browser - removing the larger margins mentioned in some of the comments.
Generally, we’d recommend either exporting to PDF or, as Russel has mentioned, exporting to an excel file for further refinement before printing.
However, if you do print directly from your browser, you’ll now find that the report is correctly aligned to the left of the page 😊
Thanks again for all your feedback around this idea!
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Cash Summary Report - Customise Report Layout
Would be good if you could edit the Cash Summary Report layout.
Specifically, the ability to separate variable and fixed expenses so that you can more easily forecast.
4 votesHappy to share that with the release of the new Cash Summary report you can now edit layout and group accounts to separate your expenses - See more on Xero Central
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Reporting - Better reporting in non-base currency
Ability to run a report that can be translated to another currency
Purpose: It’s beneficial to calculate their budget and actual figures for expat sole traders who are living in a different country (which they have to pay their tax in the resident country) but their work and expenses are from another country.
20 votesHi everyone, we appreciate your support of the idea here. Most recently in the space of reporting we've released the ability to run the Profit & loss, Balance Sheet and Budget Variance reports in another currency the org is using. Our new version of the Realised Gains and Losses report has also just become available, where you can select which currencies to run the report for.
And, you'll find that we made updates to the Receivable and Payable Invoice Summary and Detail reports so you can view transactions in their original currency.
While we'll mark the idea here as delivered with these latest improvements we're still keen to hear if there are other specific reports you'd like to run in foreign currency and how this would help your business. We have one started for running Aged Receivable and Payable reports in a foreign currency that you can join in, or…
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Reporting - Supplier Transaction & Payment Report
It would be really useful to view supplier invoices and payments on the same report like a Supplier Ledger. Currently I need to view the Expenses by Contact report for invoice history and then go into Bank Account Transactions and search for payments for a particular supplier, and there seems to be no option to print or export out once you search. In other systems this is a standard report and is very handy when checking inter-company transaction history across a group of related entities. Does anyone have a better workaround?
1 voteTotally appreciate continued interest in being able to see more in your supplier interactions. Now in Oct 2021, we've been continuing to improve & evolve Xero reports.
Along with the series of Contact Transactions reports, there are our Payable Invoice reports, and a fresh Income & Expenses report which can easily be run for just Expenses.
You'll also find the Account Transactions report can be filtered by 'Description' containing contact name, and a filter for 'Source' so you can select the specific transaction types you'd like to view data for.
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